Aikya Connect Interview: Christopher Rossbach
February 17, 2022
Jai Rupani interviews Christopher Rossabach our CIO on Family Office investment strategy
The future of digital advertising
March 24, 2023
The future of digital advertising has been an important topic for investors over the last two years. Five of the top ten largest companies in
Read more...China Reopening: Luxury goods and consumer discretionary companies to benefit from excess savings boom
January 24, 2023
China is opening up, giving us cause to be optimistic – but what is life like on the ground in China right now, and how
Read more...Perspectives and Outlook on Key Sectors for 2023
December 28, 2022
Consumer companies: Near-term challenges but tailwinds from pricing power, resilient demand and reopening Against the background of soaring inflation and unprecedented interest rate hikes, high
Read more...
Commentary
ChatGPTFebruary 16, 2023
“Does volatility in market prices equal risk?” “Volatility in market prices can be an indicator of risk, but it is not necessarily equal to risk.
Read more...Commentary
Patience RewardedJanuary 24, 2023
The big money is not in the buying and the selling but in the waiting. Charlie Munger The latest Financial Times headlines say it all:
Read more...Commentary
Expecting the unexpectedDecember 28, 2022
2022 has provided numerous challenges, as global markets have faced rising inflation and interest rates, supply chain bottlenecks and Russia’s invasion of Ukraine. The result
Read more...J. Stern & Co. Expands Into North America
March 28, 2023
The London-based asset manager built on a European banking dynasty has opened an office in New York City J. Stern
Cybersecurity is an ESG concern for investors but businesses are holding back on transparency
April 27, 2022
Cybersecurity is now a component of ESG for many investors, but getting information from businesses remains tough. With the number
J. Stern & Co. World Stars Global Equity: The fund that goes looking for all-star shares with pricing power
April 26, 2022
Investment fund J Stern & Co World Stars Global Equity has just enjoyed its third anniversary – and so far it’s
How to pick the winners of the global supply chain crunch
April 20, 2022
‘Location is becoming just as important as manufacturing efficiency’ Supply shortages resulting from Covid-19 lockdowns, compounded by the Ukraine crisis,
Stay or go? Western consumer brands wrestle with Russian dilemma
March 11, 2022
Vladimir Putin’s invasion of Ukraine has led to an exodus of well-known western brands from Russia, but not every company